1.Catches referral payload
Integrate Webhooks by Zapier and form endpoints to process the incoming payload for mappings to referral fields.
Add provider contact from referral form to audience
Automatically catch clinical referral submissions across Webhooks by Zapier and Customer.io. Create and update a provider person and referral event—so you can segment outreach and respond without manual data entry.
How this automation accelerates provider outreach readiness
When referral submissions land without a clean provider record, outreach gets delayed and segmentation breaks. This automation processes the referral payload, creates or updates a provider person, and logs a referral event in Customer.io—so your team can reach out immediately.
Webhooks von Zapieror swap with your favorite app
2.Creates or updates provider person
Integrate Customer.io and CRM contact fields to create or update a provider person and set role and referral source.
Customer.ioor swap with your favorite app
3.Creates referral event
Integrate Customer.io and event tracking to create a referral event tied to the person for segmentation and automation triggers.
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Create intake and insurance records from referral forms
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Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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